28 Sep If I take from my 401(k), what happens with state taxes? Posted at 06:02h in Ask NJMoneyHelp, Retirement, Taxes New Jersey does not follow the helpful federal tax rules under the CARES Act. ... Read More
24 Sep We moved overseas. Can my wife get survivor benefits from Social Security? Posted at 06:02h in Ask NJMoneyHelp, Retirement Several qualifications need to be met to get survivor benefits. ... Read More
18 Sep Can I get unemployment if I take early retirement? Posted at 06:02h in Ask NJMoneyHelp, Retirement Certain types of severance may delay or disqualify you from benefits. ... Read More
18 Sep What taxes will I pay if I move my retirement account to a Roth IRA? Posted at 06:02h in Ask NJMoneyHelp, Retirement, Taxes Be careful when you do a rollover transaction. ... Read More
17 Sep Will this strategy help my Roth IRA conversion be tax-free? Posted at 06:02h in Ask NJMoneyHelp, Retirement, Taxes Roth conversions will lead to taxes owed depending on your overall situation. ... Read More
16 Sep Will a 401(k) withdrawal put me in a higher tax bracket? Posted at 06:02h in Ask NJMoneyHelp, Retirement, Taxes The CARES Act makes an early withdrawal from a retirement account a little less painful. ... Read More
16 Sep Will getting unemployment hurt my Social Security benefits? Posted at 06:02h in Ask NJMoneyHelp, Retirement Unemployment benefits are not considered earned income for Social Security. ... Read More
15 Sep I want to transfer my 401(k) to a Roth IRA. Are there downsides? Posted at 06:02h in Ask NJMoneyHelp, Retirement, Taxes Watch out for unintended consequences if you convert to a Roth IRA. ... Read More